Chitrang Purani

Operates as a bank holding company whose subsidiary provides banking services

AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities.

PIMCO employs a broad range of portfolio management tools that seek to appropriately manage risk, hedge exposures, and seek returns consistent with client guidelines. They have considerable experience in many global investment strategies, including fixed income and equity strategies. The firm also offers alternative strategies, mainly through private investment vehicles like private equity and hedge funds. PIMCO combines top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process.

Provides accounting, audit, tax and business consulting services

Functions as a College/University

PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.

Functions as a College/University

CRMC-FII manages fixed income portfolios that seek to capture the risk and return characteristics of other investment vehicles with the same investment strategy. To manage this type of portfolio, they implement a proprietary solution that utilizes a commercially available third-party risk model to help identify the characteristics of the underlying holdings of the strategy. The firm’s fixed-income investment strategy takes a more top-down view of the factors impacting the markets. Core fixed-income portfolios are constructed based on duration, sector allocation and security selection.

Provides career development program services